Epicor CRM 2.0.2160

Empower your salesforce with Epicor Mobile CRM to efficiently manage the sales cycle from opportunity to order shipment, regardless of location.

• Create and update Leads, Customers, Contacts, Quotes, Orders, and Shipments on the go.
• Utilize activity-based workflows for call/email logging, notes, “To-Do” lists, and appointments.
• Access crucial data related to sales activities, including competitors, cases, projects, and order history.
• Effortlessly convert a Sales Order from Opportunity or Quote.
• Verify stock availability before creating a sales order by searching Inventory.
• Visualize customers and prospects on a map within the designated area and receive travel directions to the desired location.

Epicor Mobile CRM seamlessly integrates with Kinetic ERP 2021.2 (11.1.200) or later versions for enhanced functionality.